Filed February 28, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 13 · EIN 23-1945930 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,861 | $64,286-58.2% | $90,951-70.5% | $73,409-63.4% |
| Participation rate | 45.2% | 63.6%-18.4pp | 69.0%-23.8pp | 72.2%-27.0pp |
| Annual return | 16.51% | 21.45%-4.9pp | 134.60%-118.1pp | 59.29%-42.8pp |
| Employer contribution / active EE | $1,379 | $895+54.2% | $2,122-35.0% | $2,234-38.2% |
| Participant deferral / active EE | $789 | $2,453-67.8% | $3,373-76.6% | $3,805-79.3% |
| Admin fee / account holder | $11 | $287-96.1% | $5,959-99.8% | $158-93.0% |